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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,614 | $138,102+232.8% | $125,381+266.6% | $134,532+241.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.52% | 750.73%-770.2pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $35,692 | $5,245+580.4% | $4,815+641.2% | $4,741+652.8% |
| Participant deferral / active EE | $19,450 | $7,801+149.3% | $7,448+161.2% | $6,401+203.9% |
| Admin fee / account holder | $148 | $11,568-98.7% | $10,007-98.5% | $11,429-98.7% |